Introduction to Becoming an Estate Planning Team Affiliate
Thank you for your interest in incorporating the Deferred Sales Trust (DST) into the service offerings you provide to your clients.
In this website and perhaps through our discussions, I have identified the key benefits of the strategy along with other ideas of how having access to this strategy can help you grow your core business.
This document further outlines those benefits and offers information on how to become an Estate Planning Team Affiliate with Reef Point.
The content below restricted to registered Reef Point affiliates and partners. If you are an existing user, please log in. If you wish to become a Reef Point partner, please register below for consideration.